Job Details

Senior Trust Administrator

Company name

BMO Financial Group.

Organization Type

In-House

Job Type

Attorney

Date Last Verified

May 16,2019

Valid Through

Aug 29,2019

Posted on

Apr 20,2019

Years of Experience

7-12 yrs required

Location

Chicago, IL, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Senior Trust Administrator
Responsible for providing administration of highly complex fiduciary, investment, and custody account relationships. Responsible for Personal Trust business unit’s profitability and growth. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit’s profit plan. Utilizes the resources of the integrated suite of services to develop new and profitable private banking, trust, investment and brokerage business. Responsible for the management of assigned and individual customer’s trust accounts within specific market segmentation in order to preserve the trust’s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement. Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administration decisions. Responsible for the profitability and growth of all assigned relationships in accordance with the Market strategy and overall Private Bank financial plan. Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services. Provide consistently superior service by exceeding client’s expectations while understanding and complying with Harris policies and governmental regulations. Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings. As part of Personal Trust team, responsible for achieving annual sales goal.

Qualification and Experience

The candidate should have Bachelor’s Degree. Professional Certifications and/or Advanced Degrees preferred: JD degree, CPA, CFA, CTFA. Must have 7-12 years of job related experience. Excellent sales skills and abilities. Excellent written/oral/presentation skills and excellent client consultation/counselor skills required. Expert knowledge of financial services industry, products, and team selling.

Additional info

Ref:1900008571

Company info

Hiring Coordinator
BMO Financial Group.
111 W. Monroe St.
Chicago, IL 60603

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